Plan to Prosper in Greensborough, Victoria | Financial planner

Plan to Prosper

Locality: Greensborough, Victoria

Phone: +61 3 9432 9144

Address: 2 Main St 3088 Greensborough, VIC, Australia

Website: http://www.plantoprosper.com.au

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• Tax preparation service
• Accountant
• Financial service
• Financial planner

25.01.2022 Looking for flexibility, ease of management and low cost investments? Visit our web site to view our professional portfolios. Plan to Prosper Financial Planning can deliver tailored advice to grow and manage your wealth and at rates competitive to the Industry Super Funds! Visit: http://www.plantoprosper.com.au/managed-investment-portfoli

25.01.2022 End of Financial Year Tax Tips for Small Businesses from the Institute of Public Accountants

25.01.2022 Here we are reading up the proposed changes to company tax. Its as easy as abc! We are all up to speed at Plan to Prosper.

21.01.2022 Super update: the ATO has lifted Superannuation contributions Caps: 2014/2015 year Standard Concessional contributions(employer/Sal sac) increases from $25,000 to $30,000. If youre at least 49 years old as at 30th June 2014 this limit is now $35,000. Non Concessional (after tax/personal) contributions increases from $150,000 to 180,000.... For more details and advice on maximizing your superannuation, please contact the office. (03) 9432 9144

20.01.2022 Employer & Salary sacrificed contributions to super attract 15% tax right? Not necessarily. If you have a SMSF it is possible to reduce this to as low as 0%! Give us a ring or an email to find out if you can invest your super tax effectively.

20.01.2022 Confused about the proposed $20k asset write off? Heres how it would work.

20.01.2022 Confused about the proposed $20k asset write off? Here's how it would work.

19.01.2022 Ashley & I are pleased to announce the appointment of Peter Petroff to our tax services team! Peter is an experienced practitioner a CPA and registered tax agent. Peter is available to prepare your individual, business, trust and super fund tax returns. For appointments, please call (03)9432 9144 or email [email protected]

19.01.2022 Self Managed Super Fund Trustees- Did you Know? As of late 2012 the ATO has advised all SMSF trustees that they must consider life insurance for its members as part of the funds investment strategy? This document should be entered into the funds registry and maintained for audit purposes. -Not up to date with your insurances or investment strategy?... Contact the office (03)9432 9144 or email [email protected] for advice in this area. See more

18.01.2022 Some good advice for investors. In particular read #2 - Advisers with Vested Interests! this has been a real issue for some of our clients recently.

17.01.2022 Not tax related but this is another scam thats becoming an issue at the moment. If youre buying goods online, please stick to secure payment methods such as Paypal. Even if you do get scammed, chances are Paypal will recover or refund your money for you if you report it within 30 days.

16.01.2022 Only 58 days left until the new financial year! Due you need a Pre-Tax Time check-up?

14.01.2022 A timely update for the ATO Website! With all the phishing scams going around at the moment its a good idea to get familiar with the ATO Website so you can spot the fakes!

14.01.2022 Starting a small business? These short videos may help you get your head around your GST calculations and obligations, as well as record keeping and how to submit a BAS statement.

14.01.2022 Always be on the lookout for scams like this, the ATO have what personal details they need, they will never ask for them in an email.

14.01.2022 June 30th is not far away! If you havent had a pre- June 30th appointment before, its definitely something worth looking into as it gives you the opportunity to see whether you can make more money, save more tax, or both. With June 30th around the corner the next 2 months are the last opportunity to put in place proactive tax planning strategies prior to the June 30th cut off. ... Here are some of the key strategies: Bring forward deductible expenses Borrowing to invest Boost your Superannuation Boost your spouses Superannuation Income replacement insurance If you would like to book your pre-tax appointment please call Jerome Pearce on 9432 9144 or email [email protected]

14.01.2022 A new phishing email claiming to be from the ATO is currently circulating. The email claims that the recipient is entitled to a tax refund and states they shoul...d click the embedded link and complete the online form. Do not click on the link in the email as it opens a fake webpage that request your tax file number and credit card details. The ATO will never email you asking for personal or credit card details and you should never provide this information. If received you should delete the email immediately. When accessing our online services, only do so by typing www.ato.gov.au directly into your browser. For more online security tips visit http://ato.gov.au/onlinesecurity

13.01.2022 Have you discovered Xero yet? As a Xero Partner we can get you signed up and started with Xero in minutes. Sign up with us now and take advantage of Accountant only plans and a free trial until December.

12.01.2022 Yet another scam alert, theyre becoming a real problem this year.. I received one yesterday that even mentioned my Tax File Number as proof that it was legit. Of course it was just a random number but how many people know their TFN or would even have it handy to confirm it? If in doubt, call your accountant!

12.01.2022 Thank you to attendees who made it to Self Managed Superannuation Information Evening. If you missed the function and would like us to present the information to you personally, please contact the office on (03) 9432 9144, or email [email protected]

11.01.2022 Wanting to track down and locate any lost Superannuation? Do you need assistance consolidating your multiple Superannuation funds? Are you wanting a professional to review the fees and risks associated with your Superannuation? If so, contact the office on (03)9432 9144 or email [email protected] for assistance with any of these Superannuation needs.

11.01.2022 3 Weeks into tax time and there is another host of phishing emails going around. Please have a look at the new ATO website as it is very different to the one you know and may help you spot a phishing scam quicker (as most are still made to look like the old website). You can scroll down our page to see some of the better hoaxes.

10.01.2022 Why did the accountant have to work late on a Friday? Because it's accrual world.

10.01.2022 Protect your most important asset your income. Your ability to earn an income is your most important asset because your lifestyle depends on it. However, if you had to stop work tomorrow because of an accident or illness, would you be able to continue to pay your bills and afford the lifestyle you currently enjoy? What are the chances? ... More than 60% of Australians will be disabled for more than one month during their working life and more than 25% will be disabled for more than 3 months*. Accelerated Protection Income Protection cover from TAL. TALs Income Protection cover pays up to 75% of your income to help you and your family meet the cost of living if you are injured or ill. Meaning you can focus on your recovery instead of the burden of finances. There are other types of cover to consider too, such as Criticall Illness cover and Total & Permanent Disability. All are designed to help you financially if you cant work due to illness or injury. Want to know more? To arrange an appointment please call on 0394340700 or send an email to [email protected] and Ill arrange it today.

08.01.2022 We write to inform our clients that Michael Brown has decided to leave the practice. Ashley and I thank Michael for his efforts, and wish him well into the future. We look forward to meeting with all of you this tax season. To book your appointment, please contact us on 94329144 or [email protected] Jerome Pearce

07.01.2022 Waiting on your tax refund? Register for ATO Online services and you can check on the progress of your return, view your account balance, track your superannuation and much more. And its free!

05.01.2022 Just 5 days left to submit your September BAS, have you done yours? Feel free to ask any questions you have here.

05.01.2022 Emergency warning for the Wallan area. If youre in this area please revise your bushfire plan and be ready to leave early. Good Luck!

05.01.2022 Here we are reading up the proposed changes to company tax. It's as easy as abc! We are all up to speed at Plan to Prosper.

04.01.2022 Would you like to attend our Property Investing & Self Managed Super investing info night? Comment below or contact our office on (03) 9432 9144 to register.

04.01.2022 Weve been contacted by a few people recently concerned about phone calls and emails theyve received supposedly from banks or the ATO. Be careful who you give your bank details to, banks and the tax office should have access to all the details they need to rectify a mistake, and will never charge a fee for the service!

04.01.2022 Check out our new look website! You can now book you appointments online, just follow the links.

04.01.2022 In support of the #ShopSmall initiative happening in November, MYOB is running a campaign to give away $75,000! On offer is $50,000 in business makeover grants for participating local operators and $25,000 in cash prizes to reward customers who back them. MYOB is also offering three months free access to MYOB Live products to non-clients who get involved with the initiative in November For more info: http://ow.ly/qlyzA

03.01.2022 Have you thought about starting an online business? Do you sell goods online? The ATO are targeting online sales and cross referencing data from Ebay accounts to ensure that this data is being appropriately reported. If youre not sure what this means for you give us a call or visit www.business.gov.au.

03.01.2022 Another scam alert. The big tip off here is asking for your credit cards details.. For a refund. Id prefer my refund to go into my savings account thanks.

01.01.2022 Why did the accountant have to work late on a Friday? Because its accrual world.

01.01.2022 Introducing our newest venture, Plan to Prosper Investment Properties! If youve been thinking about purchasing an investment property, come in and have a chat to our Property Specialist, Grant. Bookings now available online.